Compare AU

Compare QFN vs. SYI

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Australian Financials Sector ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Australian Financials Sector ETF (QFN) and the SPDR MSCI Australia Select High Dividend Yield Fund (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QFN

SYI

Popularity

Low

Low

Pearlers invested

23

115

Median incremental investment

$540.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,141.25

$1,392.88

Average age group

26 - 35

26 - 35


Key Summary

QFN

SYI

Strategy

QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 60.74m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts.

SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 435.09m in AUM and 62 holdings. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (29.78 %)

NATIONAL AUSTRALIA BANK LTD (15.53 %)

WESTPAC BANKING CORP (13.12 %)

Commonwealth Bank of Australia (12.13 %)

National Australia Bank Ltd (10.70 %)

ANZ Group Holdings Ltd (10.33 %)

Top 3 industries

Financials (99.61 %)

Communication Services (2.56 %)

Other (0.39 %)

Financials (63.72 %)

Materials (22.61 %)

Consumer Discretionary (15.19 %)

Top 3 countries

Australia (99.69 %)

United States (0.31 %)

Australia (99.65 %)

China (0.29 %)

New Zealand (0.06 %)

Management fee

0.34 %

0.2 %


Key Summary

QFN

SYI

Issuer

BetaShares

SPDR

Tracking index

Solactive Australia Financials Ex-REITs Sector Index

MSCI Australia Select High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

0.34 %

0.2 %

Price

$16.96

$30.15

Size

$88.853 million

$449.207 million

10Y return

45.83 %

1.72 %

Annual distribution yield (5Y)

5.63 %

9.01 %

Market

ASX

ASX

First listed date

15/12/2010

29/09/2010

Purchase fee

$6.50

$6.50


Community Stats

QFN

SYI

Popularity

Low

Low

Pearlers invested

23

115

Median incremental investment

$540.50

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,141.25

$1,392.88

Average age group

26 - 35

26 - 35


Pros and Cons

QFN

SYI

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

QFN

SYI

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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